-80.5%
FCUV vs AEE
+8.8%
-89.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.1% | -13.7% | -13.7% |
| 7D | +62.8% | +0.3% | +62.5% | +62.4% |
| 30D | +66.5% | -2.3% | +68.8% | +69.2% |
| 3M | +459.9% | +0.2% | +459.7% | +504.6% |
| 6M | -12.4% | -4.7% | -7.6% | -7.7% |
| YTD | -47.5% | +8.1% | -55.6% | -43.9% |
| 1Y | -80.5% | +8.5% | -89.1% | -77.9% |
| All | -80.5% | +8.8% | -89.3% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling